Memo includes a way to view, sort, and filter your Backlog. This view utilizes Top Ideas to provide a more comprehensive and flexible perspective on what's in the Backlog. When selecting "Backlog" in your Team Site, you will see a pre-filtered view of what is in the Backlog Step.
Card Attributes
Attributes shown on the card include the following, and can be toggled on or off in the settings noted on the page:
- Title (cannot be toggled off)
- Code
- Status
- Stage
- Step
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Activity (shown if the record has a Memo document)
- Note: if the latest activity is >7 days, the “heartbeat” icon will turn red
- Owner
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Number of collaborators on the Memo document
- Note: only displayed if using the Brightidea editor and there are at least two collaborators who have contributed to the document.
- Number of open action items
Card Mode
Simple card mode will show only the Title and Status and display in a smaller format.
Advanced card mode will show all information on a larger card format by default, and the user may toggle details on/off as desired.
Review Template
The results of a Review template can be used to sort Memos in Top Ideas. When doing so, the score in the upper right corner of each card will reflect the latest round using that template.
Global Filters
Global filters allow Memo users to filter by attributes such as object type, status, stage, step, category, owner, and score. The URL will adjust as you select and update filter parameters and the “sort” type, which can be sent to someone who has access.
Top Ideas in a Memo program also includes new hover details throughout the card and expanded right-click options for one or multiple cards.
For more information, see the Top Ideas KBA here.
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